William Chen Email & Phone Number

Atlanta, Ga, Us

Early-stage VC fund with $2B total assets and 300+ portfolio companies under managementConducted due diligence and gathered data on potential investments in advanced manufacturing and technology industry; wrote research reports to inform company decision-making and support meetings with entrepreneurs

United States

Developed surveys and conducted interviews to gather feedback; identified 10+ areas to improve volunteer experienceCreated volunteer journey maps, highlighting critical touchpoints and pain points to inform program enhancements

United States

Conducting research on the firewood processing industry, including business models and competitor analysisPerforming valuation and debt capacity analysis for M&A integrations

Top 5 investment bank in China with 12,488 employees and $3.2B annual revenue Drafted and presented reports and pitch books for VP after performing primary interviews, data analysis, and other due diligence work for $7B of IPOs in Ceramics and Automotive IndustriesDeveloped precedent transactions and comparable companies analysis models for valuation, quickly grasp industry conditions and dynamic markets through industry research and data analysis

Managed team of five to perform financial and IT internal audits of business units, presenting audit findings to business unit leads and executive team members, leading to 10% savings on $3MM annual audit engagement costPerformed test work and financial analytical procedures including fluctuation analysis and reviewing trigger of large abnormal fluctuations for over 10+ current accounts valued $50BConducted comprehensive independent research through public resources to collect holistic corporate structure information to determine interactions between related parties and evaluate risk of fraud in bank statementsIdentified 100+ potential risks and violations of audit guidelines valued at $50MM through conducting analyzing costs, expenses, and revenue processes and recommended adjustments to comply with regulatory requirementsDirected and streamlined auditing processes, rolled out new optimized process, reviewed samples, and performed internal control tests for six cycles to examine effectiveness and provide 10+ recommendations on control inefficiency

Analyzed different industries’ company information such as primary business operations, revenue model, choice of accounting method, major industry events, and other macro-influencing factors of client for due diligence workWorked on a cross-functional team, managed more than 5K+ bank confirmations, collaborated with 200+ banks, 100+ clients, 50+ colleagues, and utilized innovative tool to increase effectiveness and timeliness of work deliveryConnected with client legal department to obtain an understanding 30+ pending lawsuits valued at $60MM+ to determine impact of various legal matters on financial statements and ensure compliance with regulationsPrepared audit reports under HKRFS and PRC guidelines to compose footnotes and disclosures with 0 mistakesMentored 3 new team members’ work progress by using flexible time to reduce training time by two weeks

Master Of Business Administration - Mba, Finance

Eligible for 36 months of post-MBA US work authorization through STEM OPT

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, Received Scholarships For Ranking In The Top 5% Of Class For 3 Consecutive Years

Activities and Societies: Basketball Team Leader VP of Student Union